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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-01-19
  • MN RA
    APPROVED
    Since 2024-01-19

Branch Locations

4170 Thielman Ln Ste 102, St. Cloud, MN 56301 • United States

1 1St Ave South, Buffalo, MN 55313 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allianz Life Financial Services, Llc Minneapolis MN 03/2017 12/2021
Allianz Life Insurance Company Of North America Minneapolis MN 03/2016 12/2021
Woodbury Financial Services Inc St Cloud MN 01/2022 01/2024
Osaic Wealth, Inc. Buffalo MN 01/2024 Present
  • 03/2017 → 12/2021
    Allianz Life Financial Services, Llc
    Minneapolis, MN
  • 03/2016 → 12/2021
    Allianz Life Insurance Company Of North America
    Minneapolis, MN
  • 01/2022 → 01/2024
    Woodbury Financial Services Inc
    St Cloud, MN
  • 01/2024 → Present
    Buffalo, MN
Previous Registrations
  • 2022-08-23 → 2024-01-19
    Woodbury Financial Services, Inc.
    Litchfield, MN
    St. Cloud, MN
    Buffalo, MN
Other Businesses

1. GENTZ FINANCIAL SERVICES POSITION: Financial Representative NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/03/2022 ADDRESS: 4170 Thielman Lane, Suite 102, St. Cloud MN 56301, United States DESCRIPTION: -Meeting with potential clients 2. GENTZ FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Insurance and Securities INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2024 ADDRESS: 215 E. Hwy 55, Suite 107, Buffalo MN 55313, United States DESCRIPTION: Notary 3. BRIGHT FINANCIAL SERVICES LLC POSITION: Advisor/Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 08/14/2025 ADDRESS: 4170 Thielman Lane, Suite# 102, St. Cloud MN 56301, United States DESCRIPTION: I am the owner of Bright Financial Services LLC and also a financial advisor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-08
S63 Uniform Securities Agent State Law Examination 2017-05-11
  • S65 Uniform Investment Adviser Law Examination
    2022-08-08
  • S63 Uniform Securities Agent State Law Examination
    2017-05-11

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